- company pension contribution
- and medical cover
- to 31 days holiday
- maternity and paternity policy
- with professional development
- 4 Financial Advice Diploma (CII, CISI, LIBF)
- years experience advising HNW private wealth client
- presentation skills
- track record of onboarding new clients
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IFA Administrator
1 week ago
Recruit UK | Certified B Corp™ Greater Bristol Area, United KingdomJob Title: IFA Administrator (Trainee Financial Adviser) · Industry: Wealth Management · Location: Bristol (1 day a week in the office) · Salary: £28,000 - £30,000 · Job reference: 9019 · Job Description: · Are you an IFA Administrator with aspirations to become a Fin ...
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Independent Financial Advisor
1 week ago
Clayton Davies Greater Bristol Area, United KingdomOur client are looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals. · Key Responsibilities: · Develop an understanding of the company's core values · Ensure clients are serviced ...
Financial Planner - Greater Bristol Area, United Kingdom - Recruit UK | Certified B Corp™
Description
Job Title: Financial Planner
Ref: 9048
Location: UK Wide (Home Based)
Salary: £60,000 with first year OTE of £120,000
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate a proven track record of winning new clients.
They will provide a consistent flow of client leads across the UK with your role being focused engaging and converting clients. You will receive support from a dedicated team of professionals who will take care of the technical research, client support and ongoing relationship management, freeing up your time to focus on new business. Meetings are a mixture of video and in-person so there is no requirement to be in the office.
What's in it for you?
On top of a first year OTE of £120,000, they will provide a clear route to double your earnings with evidence from the existing team.
They also offer excellent benefits which include the following:
Requirements:
If you are a driven, highly motivated individual who wants a role where your hard work will be reflected in your remuneration then get in touch to find out more about this opportunity.
